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Abel Hall LLC’s Information Services Group III Stock Holding History

Abel Hall LLC’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
52,151
+38,217
+274% +$160K 0.04% 699
2026
Q1 		$53.5K Buy
+13,934
New +$68.6K 0.01% 739

Other funds holding III

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Abel Hall LLC's III Position: Q2 2026 in Review

Abel Hall LLC increased its Information Services Group (III) stake by 274% in Q2 2026, buying an estimated $160K and bringing the position to 52,151 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #699.

Abel Hall LLC first reported a position in III in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Abel Hall LLC held 52,151 shares of Information Services Group worth $214K as of Q2 2026.
  • Abel Hall LLC bought 38,217 Information Services Group shares in Q2 2026, an estimated $160K.
  • Information Services Group made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #699 holding.
  • Abel Hall LLC first reported a position in Information Services Group in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.